Saint Helier, Jersey
21 days ago
Wealth Management, International Trust Services – Executive Director, Jersey, Channel Islands

For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. 

Job Summary:

As an International Trust Services Executive director, you would act as the Team Lead with responsibility for overseeing a team of Trust Officers and Trust Administrators who manage client relationships where we serve as a trustee. As the Trust Lead you would provide unparalleled service and capabilities to our existing clients. The role requires technical expertise in the trusts space, management expertise and a track record of success in growing and managing an UHNW client focused business.

Job Responsibilities:

Take responsibility for a team of Trust Officers and Trust Administrators who manage client relationships where we serve as a trustee.  Work with the Trust Officers and market partners to ensure that Trust Officers are deepening existing client relationships as much as possible, and providing the best client experience possible. Guide Trust Officers on questions concerning fiduciary matters as they arise and ensuring that the trust teams meet regular metrics around account reviews and maintenance. Be accountable for approving discretionary actions taken by the firm as a fiduciary.  Grow the fiduciary business by working closely with Trust Officers and partners in the markets to articulate J.P. Morgan's value proposition as a leader in this space. Execute regular and ongoing sales management initiatives, and making sure Trust Officers are pursuing all appropriate growth opportunities.

Required Qualifications, Capabilities and Skills:

Bachelors Degree required Extensive relevant experience focused in the Trust business Experience creating development plans for low, mid and high performing employees Ability to guide, direct and monitor employees in client specific matters In-depth knowledge of fiduciary products and services, including legal, tax and regulatory requirements applicable to fiduciary relationships Strong ability to communicate with Senior Management Risk Management experience

Preferred Qualifications, Capabilities and Skills:

MBA or other advanced qualification is a plus STEP qualification preferred

 

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